VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

Forum Financial Management, LP's Holding History (CIK: 0001911832)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,900 Value ($000) $1,318 Avg Close — Range —
Q3 2025
Shares 7,928 Value ($000) $1,478 Avg Close — Range —
Q2 2025
Shares 8,129 Value ($000) $1,437 Avg Close — Range —
Q1 2025
Shares 8,670 Value ($000) $1,498 Avg Close — Range —
Q4 2024
Shares 6,107 Value ($000) $1,034 Avg Close — Range —
Q3 2024
Shares 6,208 Value ($000) $1,084 Avg Close — Range —
Q2 2024
Shares 5,491 Value ($000) $881 Avg Close — Range —
Q1 2024
Shares 5,174 Value ($000) $843 Avg Close — Range —
Q4 2023
Shares 5,501 Value ($000) $822 Avg Close — Range —
Q3 2023
Shares 5,465 Value ($000) $754 Avg Close — Range —
Q2 2023
Shares 5,421 Value ($000) $770 Avg Close — Range —
Q1 2023
Shares 2,013 Value ($000) $278 Avg Close — Range —
Q4 2022
Shares 2,329 Value ($000) $327 Avg Close — Range —
Q3 2022
Shares 2,268 Value ($000) $280 Avg Close — Range —
Q2 2022
Shares 2,041 Value ($000) $269 Avg Close — Range —
Q1 2022
Shares 1,799 Value ($000) $265 Avg Close — Range —
Q4 2021
Shares 1,587 Value ($000) $233 Avg Close — Range —